Integrations
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      How do I enable a Salesforce integration?

      Salesforce Integration

      The Salesforce integration is available to customers on the Collaborate plan and above.

      If this integration does not locate an existing contact record to associate a notification with, the integration will create a new Contact record in Salesforce.

      Set up the Integration

      1. Log in as an Admin of your Trust Center
      2. Click on the Manage drop down at the top of your Trust Center
      3. From the menu that appears, click on Integrations
      4. On the Integrations page, click Enable to the right of Salesforce
      5. In the pop-up that appears, click on Connect to connect on the Integration
        1. When you connect the integration, you'll be prompted to authorize the integration into your Salesforce instance
      6. Once connected, activate available workflows by clicking the Configuration tab
        1. If you are looking to set up a NDA bypass you will want to toggle on the bottom option, NDA Status Sync
          • For this workflow to function, you will need to select "Account" for the Object with field to sync dropdown
          • It works best to select a Salesforce checkbox field for Map NDA status sync to this field
          • Any text in a dropdown selection or textfield will be considered as true regardless of the text context